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Michael Stulic

@Astoria Portfolio Advisors Llc.

Latest period2024 - Q4ReportedManaged Assets$280.484MTotal holdings217
Assets growth rate-4.42%Assets growth rate (2-Q avg)0.21%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Astoria Portfolio Advisors Llc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 217 positions.

Assets under management

The assets under management (AUM) of Astoria Portfolio Advisors Llc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 280.484M in assets, with a quarterly growth rate of -4.42% and a 2-quarter average growth rate of 0.21%. The portfolio is managed by Michael Stulic, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BSMQInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -8.18%
0.3%
$838,971
35,565 shares@ $23.59 avg price
BSMPInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -6.62%
0.3%
$835,182
34,034 shares@ $24.54 avg price
MAMastercard Incorporated
Recent Activity
Increased 17.14%
0.3%
$831,798
1,634 shares@ $509.06 avg price
SYKStryker Corporation
Recent Activity
Decreased -0.34%
0.3%
$831,527
2,292 shares@ $362.8 avg price
DGROIshares Tr
Recent Activity
Increased 8.1%
0.3%
$829,916
13,543 shares@ $61.29 avg price
ZIMZim Integrated Shipping Serv
Recent Activity
New Position
0.3%
$813,801
45,036 shares@ $18.08 avg price
LLYEli Lilly & Co
Recent Activity
Increased 4.18%
0.28%
$780,858
1,048 shares@ $745.1 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -2.06%
0.28%
$771,388
6,130 shares@ $125.84 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 5.06%
0.28%
$768,292
12,949 shares@ $59.34 avg price
CMCSAComcast Corp New
Recent Activity
Increased 1.06%
0.28%
$765,241
21,035 shares@ $36.38 avg price